ProtectX9: Linking client conversations to lifetime goals drove 2,500% rise in IP sales – Chapman
Anchoring conversations to clients maintaining their long term life goals can dramatically increase the amount of protection cover advisers write....
Anchoring conversations to clients maintaining their long term life goals can dramatically increase the amount of protection cover advisers write....
Protection advisers need to shift the focus of their client conversations from cost to value. This is according to Britney...
Good fair value assessments must tell a credible story using data, according to James Daley, managing director at Fairer Finance...
Equipsme has appointed Stuart Reid as chairman of the board. Reid (pictured) founded Stuart Alexander in 1993 and led its...
Natalie Pater, key account manager at PMS Mortgage Club, part of Sesame Bankhall Group, and a qualified dancer speaks to...
IPipeline has appointed Rachel Edwards as managing director, UK. The former Verisk global managing director will guide IPipeline’s UK business...
Guardian has hired Carlton Hood as CEO. He will join the insurer on 1 May from Responsible Life where he...
Hale House has opened as a HealthTech innovation hub in Harley Street's health district. The £52m investment was developed by...
Demand for data about an employer's workforce has perhaps never been greater. This is particularly true of SMEs who make...
Howden has appointed Saurabh Verma as chief business officer for its India operations. Verma (pictured) will be in charge of...